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Heritage Financial Services’s Air Products & Chemicals APD Stock Holding History

Heritage Financial Services’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-151
Closed -$36K – 82
2022
Q2 		$36K Buy
+151
New +$36.7K 0.02% 185

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JP Morgan Chase
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Bank of America
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Financial Services's APD Position: Q3 2022 in Review

Heritage Financial Services sold out of Air Products & Chemicals (APD) in Q3 2022, closing a stake of 151 shares — an estimated $36K sold.

Heritage Financial Services first reported a position in APD in Q2 2022 and held it in 1 quarter. The position peaked at $36K in Q2 2022. 1,473 funds tracked by Wall St. Rank hold APD as of Q3 2022.

  • Heritage Financial Services reported no remaining Air Products & Chemicals position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 151 Air Products & Chemicals shares in Q3 2022, an estimated $36K.
  • Heritage Financial Services first reported a position in Air Products & Chemicals in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Air Products & Chemicals position peaked at $36K in Q2 2022.
  • 1,473 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.